How do I manage my company's teams?

Learn to add and remove users in addition to creating and managing teams.

Table of Contents

User Permission Types

Creating & Managing Teams

Adding a User

Creating a Team

Adding Users to a Team

Removing a User

Deleting a Team

User Permission Types

Creating & Managing Teams

Adding a User

1. To add a user to your team, click on Users & teams from the dropdown menu in the top-right corner.

2. Click the Add user button.

3. Add the user's name and email. Select the permissions you want them to have.

4. Click "Create account and send welcome email."

Creating a Team

1. Once you have added your users, click on All Teams on the lower left side. Then click on Add team if there isn't an existing team you're adding the users into.
2. If there is an existing team, simply click Edit on the right-hand side to edit that particular team.

Adding Users to a Team

1. Name your team and select any managers you want to be added. Then scroll down and select the users you want to be added into this particular team.

2. After selecting the desired users, scroll to the bottom of the page. If this is a new team select the Create team or if you are editing a team select the Update team button in the bottom-left corner.

Removing a User

1. Simply go back to the "Users & teams" section again.
   
2. Click Edit on the team you want to remove the user from.
3. Deselect the user you want to remove from the list.

Deleting a Team

1. Go to the Users & teams section.
   
2. Click Edit on the team you want to remove the user from.
3. Scroll to the bottom and click the button in the lower right-hand corner labeled Delete team.

If you've followed these steps and are still experiencing issues, please reach out to support@quanthub.com.